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Gupta Wealth Management’s General Dynamics GD Stock Holding History

Gupta Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$190K Sell
1,445
-29
-2% -$3.84K 0.04% 250
2015
Q4 		$202K Buy
1,474
+78
+6% +$11.1K 0.05% 247
2015
Q3 		$193K Sell
1,396
-21
-1% -$3.04K 0.05% 255
2015
Q2 		$201K Sell
1,417
-27
-2% -$3.75K 0.05% 254
2015
Q1 		$196K Buy
+1,444
New +$198K 0.06% 221

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's GD Position: Q1 2016 in Review

Gupta Wealth Management reduced its General Dynamics (GD) stake by 2% in Q1 2016, selling an estimated $3.84K and leaving 1,445 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #250.

Gupta Wealth Management first reported a position in GD in Q1 2015 and has held it in 5 quarters since. The position peaked at $202K in Q4 2015. 857 funds tracked by Wall St. Rank hold GD as of Q1 2016.

  • Gupta Wealth Management held 1,445 shares of General Dynamics worth $190K as of Q1 2016.
  • Gupta Wealth Management sold 29 General Dynamics shares in Q1 2016, an estimated $3.84K.
  • General Dynamics made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #250 holding.
  • Gupta Wealth Management first reported a position in General Dynamics in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's General Dynamics position peaked at $202K in Q4 2015.
  • 857 funds tracked by Wall St. Rank held General Dynamics as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.